KWMG

King Wealth Management Group Portfolio holdings

AUM $796M
1-Year Est. Return 21.46%
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$2.28M
3
+$2.21M
4
BX icon
Blackstone
BX
+$1.69M
5
ETP
Energy Transfer Partners L.p.
ETP
+$934K

Top Sells

1
+$2.94M
2
+$947K
3
+$305K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$265K
5
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$228K

Sector Composition

1 Financials 9.99%
2 Healthcare 9.64%
3 Consumer Staples 8.14%
4 Industrials 5.7%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$310K 0.19%
4,383
77
$310K 0.19%
14,976
78
$304K 0.19%
2,693
79
$303K 0.19%
12,407
80
$300K 0.18%
14,150
81
$299K 0.18%
30,416
-1,000
82
$294K 0.18%
15,740
83
$290K 0.18%
13,850
84
$284K 0.18%
2,703
+25
85
$284K 0.18%
2,878
+150
86
$277K 0.17%
1,653
+10
87
$265K 0.16%
4,267
88
$264K 0.16%
18,375
-185
89
$261K 0.16%
17,900
90
$256K 0.16%
5,912
91
$256K 0.16%
5,900
92
$253K 0.16%
3,460
-410
93
$249K 0.15%
2,713
94
$245K 0.15%
4,437
95
$245K 0.15%
5,475
-69
96
$242K 0.15%
3,225
97
$239K 0.15%
3,324
98
$237K 0.15%
+7,692
99
$235K 0.14%
5,588
100
$232K 0.14%
3,100
1 2 3
4
5